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Twin Peaks Wealth Advisors’s Antero Midstream AM Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio AM Stock Details AM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-285
Closed -$6.5K – 313
2026
Q1 		$6.5K Buy
+285
New +$5.89K ﹤0.01% 1276
2025
Q3 		– Sell
-672
Closed -$12.3K – 250
2025
Q2 		$12.3K Buy
+672
New +$12K ﹤0.01% 822

Other funds holding AM

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Twin Peaks Wealth Advisors's AM Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Antero Midstream (AM) in Q2 2026, closing a stake of 285 shares — an estimated $6.5K sold.

Twin Peaks Wealth Advisors first reported a position in AM in Q2 2025 and held it in 2 quarters. The position peaked at $12.3K in Q2 2025. 534 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Antero Midstream position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 285 Antero Midstream shares in Q2 2026, an estimated $6.5K.
  • Twin Peaks Wealth Advisors first reported a position in Antero Midstream in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Antero Midstream position peaked at $12.3K in Q2 2025.
  • 534 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.